AO
ROL icon

Advisor OS’s Rollins ROL Stock Holding History

Advisor OS’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,732
Closed -$404K – 622
2025
Q4 		$404K Buy
6,732
+47
+0.7% +$2.76K 0.03% 321
2025
Q3 		$393K Sell
6,685
-1,315
-16% -$74.8K 0.03% 306
2025
Q2 		$451K Sell
8,000
-329
-4% -$18.5K 0.04% 272
2025
Q1 		$450K Sell
8,329
-733
-8% -$36.8K 0.05% 249
2024
Q4 		$420K Sell
9,062
-6,691
-42% -$328K 0.05% 255
2024
Q3 		$797K Sell
15,753
-7,553
-32% -$373K 0.08% 184
2024
Q2 		$1.14M Buy
23,306
+454
+2% +$21K 0.12% 141
2024
Q1 		$1.06M Buy
22,852
+2,590
+13% +$114K 0.12% 158
2023
Q4 		$885K Sell
20,262
-224
-1% -$8.72K 0.12% 157
2023
Q3 		$765K Buy
20,486
+5,524
+37% +$223K 0.11% 160
2023
Q2 		$641K Buy
14,962
+43
+0.3% +$1.75K 0.1% 181
2023
Q1 		$560K Buy
14,919
+156
+1% +$5.63K 0.13% 157
2022
Q4 		$539K Buy
14,763
+207
+1% +$8.04K 0.14% 146
2022
Q3 		$504K Buy
14,556
+998
+7% +$36K 0.15% 132
2022
Q2 		$473K Buy
13,558
+1,124
+9% +$38.6K 0.14% 144
2022
Q1 		$435K Buy
12,434
+2,116
+21% +$68.7K 0.13% 155
2021
Q4 		$352K Buy
10,318
+562
+6% +$19.7K 0.07% 198
2021
Q3 		$345K Buy
9,756
+1,466
+18% +$54.9K 0.08% 188
2021
Q2 		$283K Buy
+8,290
New +$290K 0.06% 197

Other funds holding ROL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return